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A Refresher on Gift Splitting

Sep 29, 2025 · 7 min watch

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In this video, Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner — Keebler & Associates, LLP, offers a comprehensive refresher on gift splitting, diving into its nuances and implications for tax benefits. He explains how couples can leverage gift splitting to maximize their gifting potential, illustrating the strategy with clear examples that enhance understanding. With engaging insights and real-life applications, this video is a must-watch for anyone looking to optimize the gifting strategy.

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File name: a-refresher-on-gift-splitting.pdf

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